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changes.mady.by.user Sarah Stalley (Unlicensed)

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changes.mady.by.user Kirk Jewell

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titleAnalysis

This tab includes information for Financial and Sales analysis and reporting

  • The Financials section

    • The following fields information only show when the Get Accounts Details button has been clicked

      • Credit Limit

      • Account Balance

      • Outstanding Order Value

      • Last Invoice Date

      • Spend This Year

      • Spend Last Year

      • Is On Hold?

      • Account Status

    • All information is held in the Account Software.

    • Settlement

      • Sett. Due Days - the customer to settle outstanding amounts in Days

      • Sett % Discount - if the customer has to settle their account early, they will receive a discount

    • If the Customer is On hold in the Account Software, you will need to tick the On Hold field

      • When a Customer is On Hold, you will not be able to place any Orders

  • The Analysis Section

    • This section can be used to categorise the current customer for reporting and extract purposes.

  • Credit Review Section

    • Memo for any Financial or Analysis notes that has not to be covered in the above section

    • Export Option Email will be the email that all the documentation that is generated for the customer.

      • This needs to be filled in if the Invoice/SO Ack. By Email is ticked

    • Default printer Name will default to Specify at time of printing however you can select a named printer from the list below if the printers are setup

      • This will only be used in the Invoice/SO Ack. By Print is ticked

    • Invoice Generation Not Required field will prevent the Invoices from being generated

    • To see the Sale Order Processing (SOP) to the Individual contacts you will need to tick the Use Contact List

      • Please see the Contacts tab for more information to set up a contact for the customer.

Info

By default invoices will be sent to the default account email address. If you want to send the email to any Contact in the Contact List that has the SOP Docs field ticked, you must tick the Use Contact List field on the analysis tab.
You can send to the default or the contacts list (not both).

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titleContacts

This tab allows you to add Contacts and assign them to Mailing Lists

  • For details to be sent to the contact, you would need to make sure there is an email address and that SOP Docs are ticked.

    • See the notes above on the analysis tab about ticking the Use Contact List field for invoicing.

  • Tasting Notes can be automatic sent to the Contacts for the Customer if they have a valid email address and Tasting Notes is ticked

  • To enter a new contact you will need to add it to the blank row at the bottom

  • To add the Contact to the Mailing List, you will need to click on the Mailing list button and this will bring up all the Mailing List that the contact can be apart of

    • You would need to tick the Mailing List that the contact should be involved in

      • If they are apart of a Mailing list, they will receive emails sent to that Mailing List

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